Gladstone Institutional Advisory’s VanEck Merk Gold Trust OUNZ Stock Holding History

Gladstone Institutional Advisory’s Portfolio OUNZ Stock Details OUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.92M	Sell	109,194 -465	-0.4%	-$21.8K	0.18%	125
2025 Q4	$4.55M	Sell	109,659 -6,046	-5%	-$242K	0.17%	131
2025 Q3	$4.3M	Buy	115,705 +23,287	+25%	+$776K	0.17%	137
2025 Q2	$2.95M	Buy	92,418 +3,576	+4%	+$113K	0.12%	180
2025 Q1	$2.68M	Sell	88,842 -20,774	-19%	-$574K	0.12%	184
2024 Q4	$2.77M	Buy	109,616 +62,758	+134%	+$1.61M	0.13%	178
2024 Q3	$1.19M	Buy	+46,858	New	+$1.12M	0.06%	298

Other funds holding OUNZ

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $672M AUM 25.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $904M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Gladstone Institutional Advisory's OUNZ Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its VanEck Merk Gold Trust (OUNZ) stake by 0.42% in Q1 2026, selling an estimated $21.8K and leaving 109,194 shares worth $4.92M. The position accounts for 0.18% of the portfolio, ranked #125.

Gladstone Institutional Advisory first reported a position in OUNZ in Q3 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold OUNZ as of Q1 2026.

Gladstone Institutional Advisory held 109,194 shares of VanEck Merk Gold Trust worth $4.92M as of Q1 2026.
Gladstone Institutional Advisory sold 465 VanEck Merk Gold Trust shares in Q1 2026, an estimated $21.8K.
VanEck Merk Gold Trust made up 0.18% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #125 holding.
Gladstone Institutional Advisory first reported a position in VanEck Merk Gold Trust in Q3 2024 and has held it in 7 quarters since.
289 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.